Update

Equity markets have continued their strong start to the year, with the FTSE 100 up 6% year to date and the FTSE AIM 100 up nearly 9% year to date.

We kick-started our AIM investor portfolio last week with the little Russian gold miner, Trans-Siberian Gold (TSG). We typically have a 1-3 year time horizon on our investments so it is of course very early days for TSG and we’re flat on our position.

Going forward, these bi-weekly updates will cover any developments that impact our AIM Investor portfolio. Alongside stock-specific newsflow we will also continually reassess our portfolio positioning and notify you when to close positions.